How Do You Say “Nothing Burger” in Mandarin?
China disappoints investors with no new fiscal stimulus plans
Highlights
• China disappoints investors with no new fiscal stimulus plans
• Good chance of a bond-friendly core CPI number in Thursday’s report
• U.S. household credit demand is cooling off
• Lots of weakness beneath the veneer of last week’s jobs data
While We Were Sleeping
Suddenly, the risk-on trade not just hit a wall but has gone into reverse as Chinese…
Keep reading with a 7-day free trial
Subscribe to Early Morning with Dave to keep reading this post and get 7 days of free access to the full post archives.